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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gordon? Claim Your ProfileGordon Hassenplug is an Investment Advisor Representative associated with Corient, a firm based in Miami, Florida. Gordon has been in the industry since 1998 and has held registrations with several firms, including Merrill Lynch, Pierce, Fenner & Smith Incorporated and Purshe Kaplan Sterling Investments. Gordon specializes in providing financial planning, portfolio management, and educational seminars to high-net-worth individuals, families, and institutions. Gordon holds Series 63, 65 and 7 licenses.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
% of assets under advisement
1
2
CA
11/14/2022 - Present
Corient (NEWPORT BEACH CA)
CA
09/28/2015 - 05/25/2016
PURSHE KAPLAN STERLING INVESTMENTS (Newport Beach CA)
CA
12/14/1998 - 09/29/2015
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEWPORT BEACH CA)
IA
Issued 02/26/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/11/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/25/2016
SIE - Securities Industry Essentials Examination
BC
Issued 12/08/1998
Series 7 - General Securities Representative Examination
Active
Inactive
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